FIB

First Interstate Bank Portfolio holdings

AUM $1.81B
1-Year Est. Return 8.66%
This Quarter Est. Return
1 Year Est. Return
+8.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.33M
3
+$1.26M
4
MO icon
Altria Group
MO
+$332K
5
PM icon
Philip Morris
PM
+$294K

Top Sells

1
+$4.9M
2
+$4.82M
3
+$4.61M
4
C icon
Citigroup
C
+$4.5M
5
AAPL icon
Apple
AAPL
+$3.65M

Sector Composition

1 Technology 15%
2 Financials 14.04%
3 Healthcare 12.02%
4 Consumer Staples 9.7%
5 Industrials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$30K 0.01%
+1,487
402
$30K 0.01%
394
403
$30K 0.01%
192
404
$30K 0.01%
704
+320
405
$30K 0.01%
653
406
$29K 0.01%
625
407
$29K 0.01%
268
408
$29K 0.01%
330
409
$29K 0.01%
1,207
410
$28K 0.01%
795
411
$28K 0.01%
224
-98
412
$28K 0.01%
212
-23
413
$28K 0.01%
1,496
-600
414
$27K 0.01%
700
415
$26K 0.01%
470
416
$25K 0.01%
186
-47
417
$25K 0.01%
500
418
$25K 0.01%
1,375
-216
419
$25K 0.01%
1,300
420
$25K 0.01%
4,000
421
$24K 0.01%
468
422
$24K 0.01%
300
423
$24K 0.01%
4,247
424
$23K ﹤0.01%
300
-75
425
$23K ﹤0.01%
1,107
15 16
17
18 19